Vista Wealth Management

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Vista Wealth Management Employees

Employee
Years
Job
Industry
David Oransky David Oransky Greater St. Louis Area Details
David Oransky's Vista Wealth Management Experience December 2010 - June 2013
Job Financial Planner | Investment Advisor
Industry Investment Management
Experience
Laminar Wealth   July 2013 - Present
Vista Wealth Management   December 2010 - June 2013
Deloitte & Touche  June 2008 - December 2010

Skills
Investments, Portfolio Management, Strategic Financial..., Tax, Estate Planning, Employee Stock Options

Education
Santa Clara University
BS, Accounting & Economics

Jayne L. Smith, CFA Jayne L. Smith, CFA San Francisco Bay Area Details
Jayne L. Smith, CFA's Vista Wealth Management Experience January 2012 - Present
Job Sr. Wealth Advisor at Vista Wealth Management
Industry Financial Services
Experience
Vista Wealth Management   January 2012 - Present
Pacific Advisory Group   August 1990 - February 2012

Education
University of California, Santa Barbara   1986 — 1990
B.S., Economics

Aaron J. White, CFP® Aaron J. White, CFP® San Francisco, California Details
Aaron J. White, CFP®'s Vista Wealth Management Experience April 2009 - Present
Job Wealth Advisor at Vista
Industry Financial Services
Experience
Vista Wealth Management   April 2009 - Present
Vista Venture Partners   April 2014 - Present
Burr Pilger Mayer  June 2006 - April 2009

Education
University of San Francisco   2005 — 2007
Bachelor’s Degree, Finance, Summa Cum Laude

Academy of Art University   2002 — 2004
Industrial Design

University of Colorado Boulder   1998 — 2001
Business Administration and Management, General

Brian Frazier Brian Frazier San Francisco Bay Area Details
Brian Frazier's Vista Wealth Management Experience February 2002 - Present
Job Principal at Vista Wealth Management
Industry Financial Services
Experience
Vista Wealth Management   February 2002 - Present
Burr Pilger Mayer  February 2002 - December 2011
Price Waterhouse Coopers  October 1996 - December 2001
Arthur Andersen & Co  November 1989 - December 1995
The PFC Group   1981 - 1986

Education
Pepperdine University   1975 — 1978
BS, Business, Economics

Paul (Zeke) Bennett Jr Paul (Zeke) Bennett Jr Columbia, South Carolina Area Details
Paul (Zeke) Bennett Jr's Vista Wealth Management Experience October 2010 - Present
Job Registered Principal at Vista Wealth Management
Industry Investment Management
Experience
Vista Wealth Management   October 2010 - Present
Carolina First Bank  April 2005 - September 2010
Wachovia Securities  March 2001 - March 2005
John Hancock Financial Services  1993 - 2001

Education
College of Charleston   1988 — 1993
Bachelor of Science, Business Administration

Dreher High School   1984 — 1988

Heather Shah Heather Shah San Francisco, California Details
Heather Shah's Vista Wealth Management Experience November 2013 - Present
Job Client Service Associate at Vista Wealth Management, LLC
Industry Financial Services
Experience
Vista Wealth Management   November 2013 - Present
Polaris Wealth Advisers, LLC  May 2012 - October 2013
Carion Doty CPA LLP   August 2011 - July 2012
Atherton Lane Advisers LLC  December 2010 - July 2011
Morgan Stanley Smith Barney  September 2009 - December 2009

Skills
Quickbooks, UltraTax, FIN Accounting Systems, Excel, Microsoft Word, Microsoft, Thompson Rueters..., Outlook, Time Management, SalesForce.com, Outstanding Customer..., Communication Skills, Access, Personal Tax, Corporate Tax, Investment Strategies, Investment Management, Organizational Skills

Education
California State University-Stanislaus   2006 — 2010
Bachelor's of Science, Business Administration

Melissa Prouty Melissa Prouty San Francisco Bay Area Details
Melissa Prouty's Vista Wealth Management Experience February 2013 - Present
Job Executive Assistant at Vista Wealth Management
Industry Public Relations and Communications
Experience
Vista Wealth Management   February 2013 - Present
ADP  February 2012 - March 2013
Paula Page Public Relations   December 2009 - February 2012

Skills
Biotechnology, Pharmaceuticals, Nutraceuticals, Health Sciences, Insurance, Health, Sales Operations, Account Management, Accountants, Economics, Health Economics, Accounting, Sales

Education
University of Florida, Gainesville   2008 — 2010
M.S., Pharmacy, Pharmaceutical Outcomes and Policy & Applied Pharmacoeconomics

University of California, Davis   2003 — 2008
B.S., Nutrition Science, Biochemistry emphasis

Mark Astrinos Mark Astrinos San Francisco Bay Area Details
Mark Astrinos's Vista Wealth Management Experience February 2012 - Present
Job Financial Planner | Investment Advisor
Industry Investment Management
Experience
Vista Wealth Management   February 2012 - Present
Burr, Pilger & Mayer LLP   September 2010 - February 2012
Deloitte  June 2004 - July 2010
Deloitte  December 2008 - July 2009

Skills
Tax Planning, Financial Planning, Schwab Institutional, Excel, Investments, MoneyGuidePro, Retirement Planning

Education
Santa Clara University   2001 — 2005
Bachelor of Science (B.S.), Accounting

Bellarmine College Preparatory   1998 — 2001

James Lukanich James Lukanich Greater Minneapolis-St. Paul Area Details
James Lukanich's Vista Wealth Management Experience July 2002 - Present
Job Managing Director at Vista Wealth Management
Industry Financial Services
Experience
Vista Wealth Management   July 2002 - Present
Wachovia Securities Financial Network  April 2000 - June 2002
First Union  October 1998 - March 2000
Everen Securities  August 1996 - September 1998
Principal Financial Securities  July 1994 - July 1996
Piper Jaffray  May 1983 - June 1994
Ecolab  July 1979 - April 1983
Edward Jones  February 1976 - May 1977

Skills
Investments, Asset Allocation, Retirement Planning, 401 (k) Rollovers, Estate Investment..., Business Owner Planning, Wealth Preservation..., Multi-generational..., Strategic Planning, Mutual Funds, Insurance, Annuities

Education
Washington University in St. Louis   1975 — 1977
MBA, Finance, Accounting

Ripon College   1971 — 1975
BA, Chemistry, Economics

Johanna Adleson Johanna Adleson San Francisco Bay Area Details
Johanna Adleson's Vista Wealth Management Experience August 2013 - Present
Job Financial Planning Associate at Vista Wealth Management
Industry Financial Services
Experience
Vista Wealth Management   August 2013 - Present

Education
St. Mary's College of California   1999 — 2003
Bachelor of Science and Economics, Business Administration

Jason Speich Jason Speich Madison, Wisconsin Area Details
Jason Speich's Vista Wealth Management Experience June 2007 - Present
Job Vista Wealth Management
Industry Financial Services
Experience
Vista Wealth Management   June 2007 - Present
AXA Advisors  January 2004 - June 2007
Grant Thornton  2002 - 2004
Anguil Environmental Europe   January 1998 - January 2000
Ford Motor Company  1995 - 1997

Skills
Insurance, Investments, Wealth Management, Estate Planning, 401k, Securities, Finance, Financial Services, Portfolio Management, Retirement Planning, Business Planning, Mutual Funds, Retirement, Fixed Annuities

Education
University of Wisconsin-Madison - School of Business   1999 — 2000
MBA, Finance

Indiana University Bloomington   1991 — 1995
MS, Finance

Whitefish Bay High School   1987 — 1991
GED

St. Monica's   1978 — 1987
Grade School

Adam Pilger Adam Pilger San Francisco, California Details
Adam Pilger's Vista Wealth Management Experience March 2010 - January 2011
Job Enterprise Account Manager at Sauce Labs Web & Mobile Test Automation
Industry Computer Software
Experience
Sauce Labs  December 2013 - Present
Private Practice  January 2008 - November 2013
Vista Wealth Management   March 2010 - January 2011
Dezan Shira & Associates  April 2008 - August 2008
Santa Clara Public Defender   May 2005 - September 2005
Congressman Tom Lantos   August 2002 - December 2002

Skills
Legal Research, Litigation, Legal Writing, Civil Litigation, Commercial Litigation, Due Diligence, Estate Planning, Intellectual Property, Ninja Skills, Legal Compliance, Property Management, Investment Properties, Private Pilot, Sales Operations, Salesforce.com, Direct Sales, Contract Negotiation, Contractual Agreements, SaaS, Business Development, Sales, Cloud Computing, CRM, Start-ups, Enterprise Software, Management, Agile Methodologies

Education
University of California, Los Angeles
BA, Psychology

Golden Gate University, School of Law
JD